Anic Equity¶
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Total return since start: 0.692 %¶
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Equity now: -----------------------------> 51684.17 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48485.11 Kr¶
PnL: ---------------------------------------> -602.46 Kr¶
DD now: ---------------------------------> -0.501 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 11:19:24.105337'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.100000 | 3385.800000 | 205.800000 | 6.470000 | 3180.000006 |
| HMS Networks | 2 | 3.190000 | 803.200000 | 130.200000 | 19.350000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.870000 | 3562.360000 | 108.360000 | 3.140000 | 3453.999992 |
| HEBA B | 70 | 2.090000 | 2730.000000 | 94.000000 | 3.570000 | 2636.000010 |
| SAAB B | 8 | 1.330000 | 3462.400000 | 85.400000 | 2.530000 | 3377.000000 |
| Swedbank A | 3 | 2.250000 | 614.700000 | 50.700000 | 8.990000 | 564.000000 |
| Resurs Holding | 22 | 1.010000 | 617.540000 | 43.540000 | 7.590000 | 573.999998 |
| AcadeMedia | 12 | 1.340000 | 599.280000 | 42.280000 | 7.590000 | 557.000004 |
| MedCap | 2 | -0.430000 | 461.000000 | 40.000000 | 9.500000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.550000 | 385.800000 | 30.800000 | 8.680000 | 355.000000 |
| Intrum | 4 | 2.450000 | 552.600000 | 25.600000 | 4.860000 | 527.000000 |
| Norva24 Group | 16 | -2.500000 | 561.600000 | 18.600000 | 3.430000 | 543.000000 |
| OEM International B | 7 | 0.260000 | 543.900000 | 15.900000 | 3.010000 | 527.999997 |
| Eastnine | 4 | 0.800000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Securitas B | 6 | 1.930000 | 583.080000 | 13.080000 | 2.290000 | 570.000000 |
| Fasadgruppen Group | 38 | -0.360000 | 4149.600000 | 8.600000 | 0.210000 | 4140.999992 |
| Coor Service Management Hold. | 8 | 0.970000 | 539.200000 | 7.200000 | 1.350000 | 532.000000 |
| Karnov Group | 9 | 0.000000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.970000 | 249.600000 | 3.600000 | 1.460000 | 246.000000 |
| Boozt | 12 | 1.550000 | 1656.000000 | 2.000000 | 0.120000 | 1653.999996 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.230000 | 545.500000 | -0.500000 | -0.090000 | 546.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.200000 | 559.650000 | -2.350000 | -0.420000 | 562.000005 |
| Midsona B | 63 | 0.880000 | 580.230000 | -2.770000 | -0.480000 | 582.999984 |
| Corem Property Group B | 59 | 1.730000 | 573.480000 | -3.520000 | -0.610000 | 576.999999 |
| Sampo Oyj SDB | 7 | 0.460000 | 3839.500000 | -10.500000 | -0.270000 | 3850.000000 |
| CTEK | 13 | 2.600000 | 512.850000 | -21.150000 | -3.960000 | 533.999999 |
| International Petroleum Corp. | 5 | 0.090000 | 563.000000 | -31.570000 | -5.310000 | 594.565215 |
| Essity B | 2 | -0.990000 | 540.000000 | -34.000000 | -5.920000 | 574.000000 |
| Vivesto | 1368 | -2.150000 | 548.840000 | -64.160000 | -10.470000 | 612.999432 |
| Essity A | 4 | -0.730000 | 1084.000000 | -65.000000 | -5.660000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.800000 | 2948.400000 | -135.600000 | -4.400000 | 3083.999994 |
| OX2 | 22 | 4.160000 | 1843.600000 | -145.400000 | -7.310000 | 1989.000002 |
| Axfood | 15 | -3.830000 | 3879.000000 | -421.000000 | -9.790000 | 4300.000005 |
| Ovzon | 64 | -0.380000 | 3385.600000 | -610.400000 | -15.280000 | 3996.000000 |
| TOTAL | 48485.110000 | -602.460000 | -0.50094% | 49087.564636 |
Updated:¶
'2023-02-01 11:19:36.962471'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
